Monopoly or no monopoly, look at the best case EPS scenario, the worst case scenario and something in between
Long term youre all correct for sure
Short-med term who knows??
Whats the price of fertilizer gonna head to??
Is dyno gonna maintain earnings in 2009??
thats the prob. Theres no certainty over earnings in this type of economic climate.
Long term when demand comes back worldwide to decent levels OF COURSE IPL will outperform.
the questions the short-med term. With the US as screwed as it is, im not brave to put in a lot of money into anything
i can dip my feet into a few good bluechips with solid earinings stability thru the low end of the business cycle
but to invest ALOT, i cant do that. Not yet. Maybe when the economic data seems to have turned round a little.
Monopoly or no monopoly, look at the best case EPS scenario, the...
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